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137 Old Market Street
Suite 102
Aiken, SC 29803

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Kurt Mueller, CLU, ChFC, MS

(803) 671-8792

 
Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

TOGETHER WE MAKE A GREAT TEAM

Consolidated Planning, Inc. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We specialize in working with business owners, employees and individuals. 

Business Owners: The Consolidated Business Planning ProcessTM helps create sound strategies in the areas of exit planning, key employee retention and developing strategies to maximize corporate cash flow.  At CP, our experience has taught us that in each unique business owner situation, there is a specific process of discovery, strategy, and implementation that can lead to the best possible result when it comes to realizing the full value of your life's work.

Employees & Individuals:  The Consolidated Planning ProcessTM is the means by which our clients organize their  financial worlds, protect themselves and their families, and ultimately set themselves on a course towards achieving true prosperity as they define it. Each client realizes these accomplishments as they move through  the following steps in the process:

Vision Builder

Protection Analysis

Strategy Alignment

Tactical Alignment

Impact Evaluation

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OUR SERVICES

At Consolidated Planning, Inc., we provide expert assistance in the following areas:

Business Planning

Business Owner Exit Planning

Retirement Distribution Planning

Individual Planning

INSURANCE

Disability Income Insurance

Life Insurance

Long Term Care Insurance*

Individual Health Insurance

Group Health Insurance

*Long Term Care Insurance is not offered by Guardian or any of its subsidiaries.

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INVESTMENTS*

Bonds

Check Writing

Common Stock

Debit Card

Educational IRA

*Investments offered by Park Avenue Securities

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FINANCIAL PLANNING*

Retirement Plans

Tax Plans

401k Planning

403b Planning

College Plans

Estate Plans

*Financial Planning offered by Park Avenue Securities

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OUR PRINCIPLE

Consolidated Planning, Inc. is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. We believe very strongly in helping our clients achieve financial balance and ultimately impact their lives in a positive way.  If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

WE ARE COMMITTED TO YOUR FINANCIAL SUCCESS

Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Learn more

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Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Good Ship IPO

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It Was the Best of Times, It Was the Worst of Times

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It May Be Time for a Financial Checkup

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